Filed January 13, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC7 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $22,880 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $15,994 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,257 | $112,623-54.5% | $106,201-51.7% | $199,768-74.3% |
| Participation rate | 95.0% | 86.2%+8.8pp | 75.3%+19.7pp | 72.0%+23.0pp |
| Annual return | 16.92% | 15.57%+1.3pp | 116.26%-99.3pp | 34.26%-17.3pp |
| Employer contribution / active EE | $2,808 | $4,575-38.6% | $3,170-11.4% | $3,037-7.5% |
| Participant deferral / active EE | $4,489 | $6,659-32.6% | $5,012-10.4% | $5,090-11.8% |
| Admin fee / account holder | $18 | $107-83.6% | $11,039-99.8% | $269-93.5% |